Sold Securities Report

The Sold Securities (Sold Shares) report in Sharesight shows the total return on any shares that have been sold within the selected date range. Subtotals are provided at the bottom of each section and a grand total is provided at the bottom of the report. By clicking on a share in the list you will be taken to the Holding Detail Page where you can edit any information if required.

Column sorting

Click on any column heading to reorder the table by the contents of that column. For example, click on ‘Capital Gain’ and the table will be ordered by capital gains in descending order. Click on the column again and the order will reverse.

To change the display from percentage to currency just click the little symbols top right of the table.

Date range selector

The Date Range Selector allows you to choose which date range you wish to view your Sold Securities Report.

Advanced options

Click on advanced options to group by market, sector, industry, investment type, country, or ‘do not group’. You may also group by your Custom Groups if you wish.